Fynancial

What is Fynancial:

Fynancial is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Fynancial enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone.

Who is Fynancial for:

Only clients of our Registered Investment Advisor partners may use this app. Clients must also have an online account to use Fynancial.

Fynancial Features for Clients:

• View your Firm's newsfeed

• Attend scheduled Zoom calls with your Financial Advisor

• View your eMoney client portal, vault, and other useful financial planning information

• Access market insights provided by your Financial Advisor

• Communicate privately with your Financial Advisor via DMs

• Invite your kids and grandkids to learn from professionals that you trust

Please Note: Fynancial is a companion app for Registered Investment Advisor professionals, that use the Fynancial multi-tenet platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.